SWDSX Mutual Fund
SWDSX Mutual Fund
NAV$19.77
AUM$666M
TER0.89%
Holdings64
See how much of SWDSX you already own
SWDSX Mutual Fund
NAV$19.77
Schwab Dividend Equity Fund
AUM$666M
TER0.89%
Holdings64
See how much of SWDSX you already own
SWDSX Mutual Fund Sector Allocation
SWDSX sector allocation breaks down across Financials (18.9%), Information Technology (16.3%), Consumer Staples (12.5%), Health Care (10.9%), Industrials (9.9%). Across 64 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SWDSX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SWDSX by country shows geographic exposure. SWDSX overlap reveals how sector exposure compares with other funds.